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Job Summary:
We are seeking a highly organized and detail-oriented Remote Bookkeeper & Mortgage Coordinator (QuickBooks) to support the financial operations of multiple business and personal accounts. This role is responsible for managing day-to-day bookkeeping functions, including accounts payable and receivable, bank and credit card reconciliations, financial reporting, expense tracking, and maintaining accurate financial records. The position also supports loan and mortgage administration by processing documentation, reviewing loan files for accuracy and compliance, and coordinating with lenders, financial institutions, and external accountants. The ideal candidate has a minimum of three years of bookkeeping experience, advanced proficiency in QuickBooks, and a strong understanding of accounting principles, financial regulations, and loan and mortgage processes. Success in this role requires exceptional organizational skills, attention to detail, responsiveness, and the ability to manage multiple priorities while working within established processes. This is an excellent opportunity for a dependable, adaptable, and process-driven professional seeking a long-term position working U.S. Eastern Time business hours.
Key Responsibilities:
Organize income and expenses for multiple business and personal accounts.
Manage accounts receivable (AR), accounts payable (AP), and bank reconciliations.
Maintain accurate and up-to-date bookkeeping records.
Accurately record and account for financial transactions in QuickBooks.
Record journal entries and support month-end and year-end closing activities.
Prepare and organize financial statements and reports.
Track expenses and monitor financial activity.
Reconcile bank and credit card transactions.
Assist with invoice processing and payment tracking.
Process loan and mortgage documentation and maintain related records.
Review loan files for accuracy, completeness, and compliance.
Assist with audit and tax preparation by providing supporting documentation.
Coordinate with lenders, financial institutions, and external accountants as needed.
Communicate with clients regarding financial documents and record requests.
Maintain organized financial, loan, and supporting documentation.
Perform other duties related to the position as assigned.
Qualifications & Requirements:
Proficient level of English (written and spoken).
Excellent responsiveness and communication skills, allowing for effective collaboration with clients, colleagues, and teammates.
Demonstrated knowledge of loan and mortgage processes and financial regulations.
Strong understanding of accounting principles, standards, and best practices.
Strong understanding of accounting principles for mortgage loans and interest income recognition.
Advanced proficiency in QuickBooks, including bookkeeping, accounts payable (AP), accounts receivable (AR), bank reconciliations, and financial reporting.
Minimum of 2 years of bookkeeping experience.
Experience maintaining accurate financial records and preparing financial reports.
Strong attention to detail with a highly responsible, organized, and dependable work ethic.
Excellent organizational and time management skills.
Proven ability to meet deadlines consistently in a fast-paced environment.
Comfortable working within structured processes and established workflows.
Ability to quickly learn new systems, software, and workflows.
Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (email, spreadsheets, document management).
Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach.
Positive attitude and the ability to learn and adapt quickly.
Ability to understand and follow established processes accurately with minimal supervision.
Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs.
Interested in long-term career opportunities.
Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.